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Portfolio (Quarterly) Guide ↗

SGL Investment Advisors, Inc.

· CIK 0002043186
13F Portfolio $250M AUM 126 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 77 Added 31 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 CAG CONAGRA BRANDS INC Consumer Defensive 216,603 $3.7M 1.56% SOLD
2 NXST NEXSTAR MEDIA GROUP INC Communication Services 16,170 $3.2M 1.31% SOLD
3 INTERPUBLIC GROUP COS INC 115,757 $2.9M 1.21% SOLD
4 UL UNILEVER PLC Consumer Defensive 11,105 $674K 0.28% SOLD
5 ISRG INTUITIVE SURGICAL INC Healthcare 984 $536K 0.22% SOLD
6 BSX BOSTON SCIENTIFIC CORP Healthcare 3,185 $314K 0.13% SOLD
7 PODD INSULET CORP Healthcare 792 $252K 0.10% SOLD
8 CDNS CADENCE DESIGN SYSTEM INC Technology 731 $245K 0.10% SOLD
9 LUV SOUTHWEST AIRLS CO Industrials 7,644 $233K 0.10% SOLD
10 SYK STRYKER CORPORATION Healthcare 636 $228K 0.10% SOLD
11 VST VISTRA CORP Utilities 1,121 $216K 0.09% SOLD
Sector Allocation
Technology 28.1%
Financial Services 19.7%
Healthcare 12.5%
Communication Services 11.5%
Consumer Cyclical 8.1%
Industrials 8.1%
Consumer Defensive 6.3%
Energy 3.4%
Real Estate 1.8%
Utilities 0.2%